BAM
VUG icon

BOS Asset Management’s Vanguard Growth ETF VUG Stock Holding History

BOS Asset Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
11,670
+96
+0.8% +$8.08K 0.23% 77
2026
Q1 		$843K Hold
11,574
– – 0.22% 85
2025
Q4 		$941K Hold
11,574
– – 0.25% 74
2025
Q3 		$925K Sell
11,574
-594
-5% -$45.4K 0.26% 71
2025
Q2 		$889K Hold
12,168
– – 0.28% 65
2025
Q1 		$752K Sell
12,168
-48
-0.4% -$3.24K 0.26% 72
2024
Q4 		$836K Hold
12,216
– – 0.3% 56
2024
Q3 		$782K Sell
12,216
-48
-0.4% -$2.98K 0.29% 65
2024
Q2 		$764K Sell
12,264
-594
-5% -$34.6K 0.35% 55
2024
Q1 		$738K Hold
12,858
– – 0.39% 52
2023
Q4 		$666K Buy
12,858
+1,386
+12% +$66.9K 0.46% 50
2023
Q3 		$521K Hold
11,472
– – 0.38% 65
2023
Q2 		$541K Buy
11,472
+918
+9% +$39.8K 0.42% 59
2023
Q1 		$439K Hold
10,554
– – 0.37% 66
2022
Q4 		$375K Buy
+10,554
New +$388K 0.33% 76

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

BOS Asset Management's VUG Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Growth ETF (VUG) stake by 0.83% in Q2 2026, buying an estimated $8.08K and bringing the position to 11,670 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #77.

BOS Asset Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 571 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BOS Asset Management held 11,670 shares of Vanguard Growth ETF worth $1.01M as of Q2 2026.
  • BOS Asset Management bought 96 Vanguard Growth ETF shares in Q2 2026, an estimated $8.08K.
  • Vanguard Growth ETF made up 0.23% of BOS Asset Management's portfolio in Q2 2026, its #77 holding.
  • BOS Asset Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.